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BFC Planning, Inc.’s Williams Companies WMB Stock Holding History

BFC Planning, Inc.’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07M Sell
41,315
-12,798
-24% -$942K 0.12% 171
2026
Q1 		$3.94M Sell
54,113
-544
-1% -$37.7K 0.18% 114
2025
Q4 		$3.29M Buy
54,657
+27,134
+99% +$1.64M 0.15% 145
2025
Q3 		$1.74M Sell
27,523
-409
-1% -$24K 0.13% 146
2025
Q2 		$1.75M Sell
27,932
-628
-2% -$37.1K 0.14% 141
2025
Q1 		$1.71M Buy
28,560
+1,212
+4% +$69.4K 0.15% 129
2024
Q4 		$1.48M Buy
+27,348
New +$1.47M 0.12% 152

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s WMB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Williams Companies (WMB) stake by 24% in Q2 2026, selling an estimated $942K and leaving 41,315 shares worth $3.07M. The position accounts for 0.12% of the portfolio, ranked #171.

BFC Planning, Inc. first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.94M in Q1 2026. 1,843 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • BFC Planning, Inc. held 41,315 shares of Williams Companies worth $3.07M as of Q2 2026.
  • BFC Planning, Inc. sold 12,798 Williams Companies shares in Q2 2026, an estimated $942K.
  • Williams Companies made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #171 holding.
  • BFC Planning, Inc. first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Williams Companies position peaked at $3.94M in Q1 2026.
  • 1,843 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.